BBJS FINANCIAL ADVISORS, LLC
SEC RegisteredIndependent Financial Planning and Wealth Management
About the firm
BBJS Financial Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission, operating as a fiduciary and providing personal financial planning and wealth management services. Their investment philosophy embraces proper asset allocation, tax efficient strategies, and academic research. Along with an affiliated CPA firm, they offer a broad range of financial services tailored to each client's goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, investment portfolio review, retirement planning, college education funding, mortgage review, tax planning and compliance, insurance planning, estate planning, and stock options/shares planning.
Who they serve
Clients residing anywhere in the United States seeking personalized financial planning and wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $27M |
| High Net Worth Individuals | 30 | $302M |
| Charitable Organizations | 1 | $2.0M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BBJS FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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